"Allocate New York State Adjustments" - please help sort it out

[buhtelka]

I have lived and worked out of New York in New York state for 2 weeks out of 2024. the rest was in California. I'm getting the dreaded "Allocate New York State Adjustments" screen asking to allocate New York State adjustments of $604

Can you please help?

Token number 1305290

[KeshaH]

Depending on what the adjustments relate to, you can allocate this amount in multiple ways:

- if the event that caused the adjustment occurred only while you were a resident of CA, allocate $0. If the event occurred only while you were a resident of NY, allocate the full $604. (For example, if this is an adjustment for the deductible portion of self employment tax, and you only had the business while in CA, then none of that adjustment would be allocable to NY since none of the related income was earned in NY.)

- if you can pinpoint exactly when the expenses were made that gave rise to the adjustment, allocate based on actual amounts paid when you lived in NY.

- if the amounts were earned ratably over the year, allocate based on time. 2 weeks out of 52 weeks equals roughly 3.85%, so you could allocate $23 ($604 x 3.85%) to NY.

- you can also prorate based on income. Take your New York Income/Total Income and multiply the result by $604.

[buhtelka]

@KeshaH thank you, though i don't quite know where this $604 number comes from so not sure how to allocate it. Are you able to see where it's pulled from?

[buhtelka]

one of the W2s is all California (worked while residing there), another is all NY (worked while residing here), have 1099 from CA while in CA as well. there was no division of income across multiple states

[KeshaH]

This adjustment is related to depreciation that you took on assets placed in service in your business this year. If this business was solely operated in CA, you can allocate $0 to NY.